Wealth Advisor, Schwab Wealth Advisory
Company: Charles Schwab
Location: Broadview
Posted on: October 14, 2024
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Job Description:
Position Type: RegularYour opportunity
At Schwab, you're empowered to make an impact on your career. Here,
innovative thought meets creative problem solving, helping us
"challenge the status quo" and transform the finance industry
together.
As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are
joining a premier, fee-based, and non-discretionary investment
advisory solution, providing clients with a personal relationship,
specialized service, and ongoing advice built on Schwab's approach
to investing. You will have a direct impact on the lives of
clients, working as a fiduciary within a dedicated Schwab Wealth
Advisory team to deliver an exceptional client experience. SWA's
advice philosophy will empower you to leverage a vast array of
products (i.e. stocks, bonds, ETFs, mutual funds, separately
managed accounts, option trading), setting you up for success to
help clients manage complex portfolios and achieve their goals.
You'll grow within an experienced, collaborative team, while
deepening relationships with various stakeholders, including
industry leading advisors. If you are looking to develop with a
firm that will challenge you to deepen your wealth management
expertise, within a role that allows you to help clients while
doing what you love, this may be the opportunity for you.
What you have
Required Skills:
Bachelor's Degree required
Active FINRA Series 7 license required
Active FINRA Series 66 license (or may be obtained within the first
120 days)
Three or more years advisory experience
Five or more years in the financial services industry working
directly with clients
Preferred Skills:
CFP or CFA preferred
Superior relationship management and client retention
experience
Polished interpersonal, communication and presentation skills,
attention to detail
In addition to the salary range, this role is also eligible for
bonus or incentive opportunities.
What's in it for you
At Schwab, we're committed to empowering our employees' personal
and professional success. Our purpose-driven, supportive culture,
and focus on your development means you'll get the tools you need
to make a positive difference in the finance industry. Our Hybrid
Work and Flexibility approach balances our ongoing commitment to
workplace flexibility, serving our clients, and our strong belief
in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the
whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after
every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Keywords: Charles Schwab, Evanston , Wealth Advisor, Schwab Wealth Advisory, Other , Broadview, Illinois
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